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Venturi Wealth Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on IWM, newest first. How the timeline and the estimate are built.

Venturi Wealth Management, LLC held 143,433 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,433 shares
    Change vs previous 13F +3,087 shares

    1.67% of the 13F portfolio, value $43,094,226.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 140,346 shares
    Change vs previous 13F +20,982 shares

    1.57% of the 13F portfolio, value $34,805,518.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 119,364 shares
    Change vs previous 13F +9,749 shares

    1.3% of the 13F portfolio, value $29,382,331.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 109,615 shares
    Change vs previous 13F +6,923 shares

    1.23% of the 13F portfolio, value $26,522,487.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,692 shares
    Change vs previous 13F +91,809 shares

    1.09% of the 13F portfolio, value $22,159,815.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,883 shares
    Change vs previous 13F -1,461 shares

    0.11% of the 13F portfolio, value $2,170,987.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,344 shares
    Change vs previous 13F +918 shares

    0.13% of the 13F portfolio, value $2,727,536.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,426 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,523,847.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).